{"id":2454,"date":"2012-08-10T10:18:42","date_gmt":"2012-08-10T10:18:42","guid":{"rendered":"http:\/\/www.greytrix.com\/blogs\/sagecrm\/?p=2454"},"modified":"2022-03-04T04:53:12","modified_gmt":"2022-03-04T04:53:12","slug":"migrate-contact-person-to-sage-crm-using-gumu","status":"publish","type":"post","link":"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/10\/migrate-contact-person-to-sage-crm-using-gumu\/","title":{"rendered":"Migrate Contact Person to Sage CRM using GUMU"},"content":{"rendered":"<p>In our previous blog, we discussed about Migrate your Documents to Sage CRM using GUMU now let\u2019s see \u201cHow Persons are migrated to Sage CRM\u201d during the GUMU&#x2122; Migration process.<br \/>\nGUMU&#x2122; migrates contacts from Sage ACT!, Goldmine, Maximizer, Salesforce.com, Custom DB\u2019s as persons in Sage CRM for the corresponding company.<br \/>\n<strong>Primary Contact migration from ACT! to Sage CRM;<\/strong><br \/>\nContacts in ACT! are migrated as Sage CRM persons and are linked to the corresponding company.<br \/>\n<strong>1)<\/strong> Contacts that don\u2019t have a company are migrated as \u201cstand alone\u201d persons that are not linked to any company.<br \/>\n<strong>2)<\/strong> Contact address from ACT! is migrated as the person address in Sage CRM. The Business address type is set as primary address for person.<br \/>\n<strong>3)<\/strong> Contact phones address from ACT! is migrated as the person phone. Phone with business type is set as primary for person.<br \/>\n<strong>4)<\/strong> Email address from contact ACT! is migrated as person email address.<br \/>\nBelow screenshot; the Primary Contact \u201cDinesh Multani\u201d from ACT is migrated as Primary Person in Sage CRM and is linked to corresponding company \u201cGreytrix India Pvt. Ltd\u201d with all the provided information.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2012\/08\/01.jpg\" target=\"_blank\" rel=\"noopener\"><img fetchpriority=\"high\" decoding=\"async\" class=\"aligncenter size-full wp-image-2456\" title=\"01\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2012\/08\/01.jpg\" alt=\"\" width=\"599\" height=\"489\"><\/a><\/p>\n<p><strong>Secondary Contacts migration from ACT to Sage CRM;<\/strong><br \/>\nSecondary contacts from ACT! are migrated as persons in Sage CRM. These can be viewed from the People tab under company.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2012\/08\/02.jpg\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-2457\" title=\"02\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2012\/08\/02.jpg\" alt=\"\" width=\"644\" height=\"153\"><\/a><\/p>\n<p><strong>1)<\/strong> Secondary contact address from ACT! is migrated as address for the person in Sage CRM. These can be viewed from the People tab under company.<br \/>\n<strong>2)<\/strong> Secondary contact email from ACT! is migrated under the person email of Business type.<\/p>\n<p style=\"text-align: center;\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2012\/08\/03.jpg\" target=\"_blank\" rel=\"noopener\"><img decoding=\"async\" class=\"aligncenter size-full wp-image-2455\" title=\"03\" src=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/wp-content\/uploads\/2012\/08\/03.jpg\" alt=\"\" width=\"630\" height=\"374\"><\/a><\/p>\n<p style=\"text-align: left;\">User defined fields from Contact are mapped to user defined fields in person in Sage CRM. To know more about the GUMU Migration process, write us at <a href=\"mailto:sage@greytrix.com\">sage@greytrix.com<\/a><\/p>\n<p style=\"text-align: left;\"><strong>&#8212; Related Post &#8212;<\/strong><\/p>\n<p style=\"text-align: left;\">1. &nbsp;<a title=\"Migration of Sage ACT notes in Sage CRM using GUMU\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/06\/07\/migration-of-sage-act-notes-in-sage-crm-using-gumu\/\" target=\"_blank\" rel=\"noopener\">Migration of Sage ACT notes in Sage CRM using GUMU<\/a><br \/>\n2. &nbsp;<a title=\"Migrate your Documents to Sage CRM using GUMU\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/06\/08\/migrate-your-documents-to-sage-crm-using-gumu\/\" target=\"_blank\" rel=\"noopener\">Migrate your Documents to Sage CRM using GUMU<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>In our previous blog, we discussed about Migrate your Documents to Sage CRM using GUMU now let\u2019s see \u201cHow Persons are migrated to Sage CRM\u201d during the GUMU&#x2122; Migration process. GUMU&#x2122; migrates contacts from Sage ACT!, Goldmine, Maximizer, Salesforce.com, Custom DB\u2019s as persons in Sage CRM for the corresponding company. Primary Contact migration from ACT!\u2026 <span class=\"read-more\"><a href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/10\/migrate-contact-person-to-sage-crm-using-gumu\/\">Read More &raquo;<\/a><\/span><\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[244],"tags":[752,838,1611,2005,2010],"class_list":["post-2454","post","type-post","status-publish","format-standard","hentry","category-migration-2","tag-contact-person","tag-crmmig","tag-migrate","tag-sage-act","tag-sage-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v26.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Migrate Contact Person to Sage CRM using GUMU - Sage CRM \u2013 Tips, Tricks and Components<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greytrix.com\/blogs\/sagecrm\/2012\/08\/10\/migrate-contact-person-to-sage-crm-using-gumu\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Migrate Contact Person to Sage CRM using GUMU - Sage CRM \u2013 Tips, Tricks and Components\" \/>\n<meta property=\"og:description\" content=\"In our previous blog, we discussed about Migrate your Documents to Sage CRM using GUMU now let\u2019s see \u201cHow Persons are migrated to Sage CRM\u201d during the GUMU&#x2122; Migration process. 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